You can define a Category Indicator Condition Met event. Depending on the transition type selected (in the Transition field), this event type generates an alert whenever the indicator of the selected category transitions to the defined indicator (as specified in the Indicator field) or whenever the indicator of the selected category changes. When you select a value for the Transition field that does not require the specification of a defined indicator (in the Indicator field), then the Indicator field is disabled.This event type also generates an alert if an indicator for a sub-item in dynamic list will change.
To define a Category Indicator Condition Met event:
- Select Category Indicator Condition Met from the Event drop-down list.
- Select the category that will be the focus of the alert from the Category list.
- Select the relevant transition from the Transition drop-down list. The alert will be triggered as soon as the transition occurs.
- If the Indicator field is enabled, select the relevant indicator.
- Select any of the following options to set the scope of the alert. Depending on your choice, different scope options become available:
- Entire System: The following three options are available:
- For any item: Check off this option to trigger an alert when the category associated with any item in the entire system transitions to the indicator defined above.
- For any portfolio: Check off this option to trigger an alert when the category associated with any portfolio in the entire system transitions to the indicator defined above.
- Both item and portfolio: Check off both options to trigger an alert when the category associated with either any item or any portfolio in the entire system transitions to the indicator defined above.
Note: The Entire System option is visible only to authorized users. For more information on authorized users refer to Security.
- Items and Portfolios (Root) Folder: The alert is triggered when the category associated with any item or portfolio in the root transitions to the indicator defined above.
- Portfolio (of portfolios): The following two options are available:
- For the selected portfolio: The alert is triggered when the category associated with the selected portfolio transitions to the indicator defined above.
- For any portfolio in the selected portfolio: The alert is triggered when the category associated with a portfolio in the selected portfolio transitions to the indicator defined above.
- Portfolio (of items): The following two options are available:
- For the selected portfolio: The alert is triggered when the category associated with the selected portfolio transitions to the indicator defined above.
- For any item in the selected portfolio: The alert is triggered when the category associated with an item in the selected portfolio transitions to the indicator defined above.
- Item: The alert is triggered when the category associated with this item transitions to the indicator defined above.
- Entire System: The following three options are available: